The Senior Portfolio Manager supports the Middle Market Commercial Banking team, analyzing commercial business financial statements ranging from $10MM to $500M in revenue and calculating critical credit metrics
Job Summary
The Senior Portfolio Manager supports the Middle Market Commercial Banking team, analyzing commercial business financial statements ranging from $10MM to $500M in revenue and calculating critical credit metrics.
Manage an assigned portfolio of commercial customers in partnership with the relationship manager and prepare credit packages for annual reviews, renewals, loan requests, portfolio reviews and criticized asset reviews.
Wintrust offers a competitive pay and annual discretionary bonus eligible, a comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company matches and tuition reimbursement.
Matching Summary
The Senior Portfolio Manager supports the Middle Market Commercial Banking team, analyzing commercial business financial statements ranging from $10MM to $500M in revenue and calculating critical credit metrics.
Salary
Base: $98,000-$150,000; Bonus/Equity: annual bonus eligible; Benefits: Medical, Dental, Vision, Life, 401k with match, tuition reimbursement, and more
Skills & Requirements
Must-have
Commercial credit analysis
Financial statement analysis
Credit risk management
Loan documentation review
Client relationship management
Nice-to-have
Award-winning culture
Community banking roots
Relationship-focused service
Promote from within culture
Key Requirements
Bachelor's degree in business administration, finance, accounting, or related discipline
Minimum 7 years’ commercial credit experience
Leveraged lending experience preferred
Thorough understanding of risk management and credit mitigants
Strong analytical and financial modeling abilities
Proficiency using Microsoft Office products including advanced Excel modeling skills